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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,705 | $72,404-88.0% | $110,243-92.1% | $64,173-86.4% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.3pp |
| Annual return | -19.68% | -6.29%-13.4pp | 314.76%-334.4pp | 7.63%-27.3pp |
| Employer contribution / active EE | $1,435 | $2,282-37.1% | $3,827-62.5% | $2,381-39.7% |
| Participant deferral / active EE | $4,495 | $3,469+29.6% | $4,672-3.8% | $3,470+29.6% |
| Admin fee / account holder | $661 | $5,664-88.3% | $8,548-92.3% | $4,887-86.5% |